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Wealthion · Thursday, September 10, 2026

Green on Long-Dated Bonds and Convexity

Michael Green highlights the concept of 'convexity' in long-dated bonds, explaining that these instruments can offer a significant return, with the potential for money to literally double. He notes that despite this attractive feature, these bonds are currently being ignored by the market.

The tape

3 quotes
They see those long-dated low coupon bonds which actually offer a tremendous feature in bond land called convexity.
They have positive convexity to the top side, your money can literally double in many of these long dated bonds.
Um, you're looking at a situation in which they are being ignored.
Heard on Wealthion — “What Bessent Is Really Doing in the Bond Market | Mike Green, published Thursday, September 10, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.06